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L&G Mixed Investment Income 20-60% D Inc (0P00016L2G.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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51.56-0.07 (-0.14%)
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L&G Mixed Investment Income 20-60% D Inc

2 Fitzalan Road

Brunel House

Management information
,Lead manager since 5 October 2015
Chris is a fund manager within LGIM’s Multi Asset Funds team with responsibilities in portfolio management and on-going development across the multi-asset product range. Chris joined LGIM in 2015 from HSBC Global Asset Management where he had spent over 6 years, most recently in the multi asset team covering capabilities including risk-targeted multi asset, multi-asset income and global tactical asset allocation. Chris has also worked on the emerging market debt team at HSBC in New York as a product specialist. Chris is a CFA Charterholder and holds the Investment Management Certificate. He graduated from Bristol University in 2008 with honours having studied economics and management.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familyLegal & General (Unit Trust Managers) Ltd
Net assets73.65M
YTD return2.33%
Yield4.13%
Morningstar rating★★
Inception date1 Jun 2016

Fund operations

Last dividend0.01
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P00016L2G.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A